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the economy is not doing so hot and the underlying economy is not doing so hot. it helps their customers become more efficient. though use this proprietary technology and collect data from satellites, laser, and other met methods and they have applications for pacific software designed to tell their customers what they need to do to improve the efficiency of their workers out in the field. especially at construction sites and infrastructure builds and they work along many dimensions. they can cut labor costs, pesticide costs, or fuel costs. they can help them imcustomer service. at the end of the day it comes down to other companies finding new ways to squeeze more money out of their businesses and that's the kind of pitch that never goes out of style. certainly not one the old tremble could have offered. i'll give you an idea. tremble has joibt technology with -- anything from software solutions and machine control technologies. this gives the company a tremendous outsource international sales force. it looks likes tremble has become the real deal. they recently had a conference for the
lift at all. so what do we do? people are worried the economy is slowing because of the cliff. so what do we do? is it game over for equities should i take my -- hall of fame today and just go home? no, no, no. let me first say absolutely not. we simply have to get eveninger to a cliff resolution or to a situation where no one expects resolution. going with the latter, hey, that is new. let me walk you through here. today last week. last week, genuine hope a deal would get done. today, last week. if you recall, we heard from a host of executives. they met with the president. came out, the mic in their faces. they felt like compromise was in the air. compromise was real, imminent. even heard from the always skeptical ceo of goldman sachs. far apart. it could be hammered out without real difficulty if it were in the private sector. behind the scene, from skeptical to more positive. when i heard those execs touch base with them and spoke with them on both sides of the aisle i thought there might be more common ground, but in the last 72 hours many came to the conclusion, partly me because
was happening down there. at the moment, we can barely focus on anything but washington. the whole u.s. economy, your entire portfolio is hostage to two warring parties, demonstrating a level of partisanship that's been measured to being the worst since 1860, the origins of the civil war. let's hope it doesn't take out that particular benchmark. we're witnessing the titanic struggle between those who are willing to rise above politics, and compromise to cut spending and increase taxes. yes, that's the actual compromise radical middle position as dave cote from honeywell says, and those who refuse to accept entitlement cuts. given that the president's saying he campaigned and won on a platform of higher taxes for the wealthy and the republicans say they were elected because they pledged to behind the scenes power broker grover norquist they would never raise taxes, it certainly seems that the impasse cannot be solved and we got to -- go over the cliff. not only do the hard liners refuse to rise above partisanship in order to avoid a government man-dated recession, which is what it's amounted to
the fiscal cliff, you need to own companies that exist regardless of what happens on the economy. take pvh. host of other brands you know. back on october 31st, we learned that pvh was acquiring a brand for $2.9 billion. you have the house of klein all together. pvh reported after the bell today and the results were very strong. the company delivered strong earnings. let's check in with the fabulous chairman and ceo to find out more about the quarter. good to see you. all right, this was a very interesting thing this quarter. you had already told people that you thought you could beat the number. you had four cents more than anybody thought. was it the strength of the consumer here? is it the margins? how much better europe is for you? what is the make up of that last bit? >> margins were better. we were being on the gross margin line. better with taxes and overall, this quarter given the warnico acquisition, we were forced more or less to come out and give guidance and we took it up. so it was a very strong quarter for us. one of the things, and i know it is not as important as it used to
smart and this business has become a terrific secular growth story. and the underlying economy ain't doing so hot. this new trimble is all about helping customers become more productive and more efficient, antidote for this low growth economic environment. it uses proprietary technology, collect data from other measurement technologies and it processes that data that's designed to tell the customers what's needed to improve efficiency of workers out in the field. especially at construction sites and new infrastructure builds. those software builds can cut fuel costs or improve customers service or safety standards. it all comes down to helping other companies to find new ways to squeeze more money out businesses. that's the kind of pitch that never goes out of style. certainly not one that the old trimble could have offered. it's a joint venture with cat pilller where their technology will be sold to cat dealerships for everything to machine control technologies. this gives the company a tremendous outsource international sales force. it looks like it's become the real deal. compan
because the economy slows down. alexia, on the other hand, not no. 23409 so hot. the stock has tripled since i first got behind it it's down about 14% since i highlighted it as an anointed growth stock two months ago. that's unacceptable. alexia is a orphan drug maker whose lead drug has been incredibly successful. however, even though alexia raised guidance, not unlike tractor supply, the stock sold off because the sales only met expectations rather than beating them. given the huge run in the stock going to the quarter. alexia had to do more than just meet the expectations. they had to beat that and crush them. and this time around, it got crushed. that said, to me the market overreacted, alexia has received fda approval to use solera for new indication that could be worth $900 million in peak sales and another $2.5 billion worth of new indications that the company is working on for this one medication. plus intriguing things in the pipe. although they're still in the early stages of development, so don't look for them to produce numbers yet. my view is that the street model punished
kind of deal is inevitable. they feel it won't have much of an impact on the economy. mellow drama even. and this is their group of strong holders. well, i should be better off going over the cliff. rich will pay more on their fair shares and higher taxes on dividends. and the bloated defense budget. unnecessary social programs. i think we aren't where we need to be when it comes to abandoning all hope. i think those people are polyannas. i think we go into a recession with lots of layoffs and the fiscal cliff was designed to pr compromise. everyone knew about the growth. fewer jobs, larger deficit. as i said last night, it doesn't matter, we can pick our stocks and buy them down. ulta salons, but i want to suggest to other groups that are going to give you bang for the buck, betting that the hope will be squeezed out and the bottom gets put in before a deal is made. why not? we know the auto market is for 11 years now and we have been sweet on ford domestically. what are some of the other key areas. asia already turned. i think europe could be stablized. ford is the one to watch. i'm o
that just does fine when the economy goes in recession. look, it's a real possibility if you go off the cliff. >>> plus a limited supply of medical office space. this is a nice, steady business. let's take a closer look with scott pierce. mr. peters, welcome to "mad money" so much. >> thank you for having me. >> i try all the time to find companies that might be beneficiaries of the affordable health care act. i stumbled on you guys. you're the one? >> we think we are. we've been fort. health care systems are now running like businesses. with 30 to 40 million more insured coming up, you this need a most affordable location to off those services. those are mlbs, they're on campus, and jim, i think over the next 10, 20 years there will be core critical real estate. >> most of them are in crowded fields. the hotels divvied up, a lot of retail space. this is a $250 billion sector. you seem like you're just scratches the surface. >> 250 billion is the estimated value. they're going to monetize some of these assets. it's a great opportunity for us to be selective, toss disciplined, by gre
Search Results 0 to 9 of about 10 (some duplicates have been removed)